SIA

SkyView Investment Advisors Portfolio holdings

AUM $698M
1-Year Est. Return 17.22%
This Quarter Est. Return
1 Year Est. Return
+17.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$4.94M
3
+$3.85M
4
TSM icon
TSMC
TSM
+$2.05M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.86M

Top Sells

1
+$3M
2
+$1.54M
3
+$1.41M
4
AOGO
Arogo Capital Acquisition Corp. Class A Common Stock
AOGO
+$1.15M
5
BNIX
Bannix Acquisition Corp. Common Stock
BNIX
+$1.09M

Sector Composition

1 Financials 9.01%
2 Technology 6.3%
3 Industrials 4.88%
4 Consumer Discretionary 4.66%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
126
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$854K 0.13%
1,600
-400
JUST icon
127
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$492M
$853K 0.13%
10,731
+31
SLV icon
128
iShares Silver Trust
SLV
$34.4B
$852K 0.13%
27,500
+2,500
CMI icon
129
Cummins
CMI
$68.7B
$838K 0.13%
2,673
+155
STE icon
130
Steris
STE
$24.7B
$828K 0.12%
3,654
+264
PRSU
131
Pursuit Attractions and Hospitality Inc
PRSU
$1.03B
$827K 0.12%
23,374
+1,088
BAC icon
132
Bank of America
BAC
$398B
$823K 0.12%
19,711
+1,626
ASMI
133
DELISTED
ASM INTERNATL N.V
ASMI
$822K 0.12%
+1,805
CMPO icon
134
CompoSecure Inc
CMPO
$2.44B
$804K 0.12%
73,931
-13,552
EEFT icon
135
Euronet Worldwide
EEFT
$3.23B
$800K 0.12%
7,484
+58
FDS icon
136
Factset
FDS
$11.1B
$800K 0.12%
1,761
+99
ORCL icon
137
Oracle
ORCL
$513B
$796K 0.12%
5,692
+451
PRF icon
138
Invesco FTSE RAFI US 1000 ETF
PRF
$8.49B
$784K 0.12%
19,390
-25
IBAC
139
IB Acquisition Corp
IBAC
$774K 0.12%
75,000
GLLI
140
DELISTED
Globalink Investment Inc. Common Stock
GLLI
$761K 0.11%
75,000
WLY icon
141
John Wiley & Sons Class A
WLY
$1.66B
$760K 0.11%
17,045
+1,229
GENI icon
142
Genius Sports
GENI
$2.55B
$759K 0.11%
75,777
+4,158
CPNG icon
143
Coupang
CPNG
$41.5B
$754K 0.11%
34,395
+2,172
AON icon
144
Aon
AON
$75.7B
$752K 0.11%
1,884
+87
AXP icon
145
American Express
AXP
$259B
$750K 0.11%
2,787
+217
FHB icon
146
First Hawaiian
FHB
$3.25B
$745K 0.11%
30,465
+1,587
ROST icon
147
Ross Stores
ROST
$59.1B
$740K 0.11%
5,790
-317
CHRW icon
148
C.H. Robinson
CHRW
$18.9B
$739K 0.11%
7,216
+451
DHI icon
149
D.R. Horton
DHI
$44.2B
$737K 0.11%
5,797
+496
BALL icon
150
Ball Corp
BALL
$14B
$722K 0.11%
13,867
+1,283
4 5
6
7 8